Financial planners help individuals meet their financial goals. The courses in this certificate qualify a candidate to write the Certified Financial Planner™ (CFP) exam. For more information, contact the Continuing Education Business Studies department at 416-415-5000, ext. 2163, or cebusiness@georgebrown.ca.

You must have a secondary school diploma, a Grade 12 English (college stream) credit with a grade of C (63%) or better and one Grade 12 mathematics (college stream) credit with a grade of C- (60%) or better. If you do not meet the English requirement, you must complete the General English Assessment and score high enough to be assigned to College English.

You are best to have a diploma/degree in business or a related subject prior to starting this certificate.

The Financial Planning Standards Council (FPSC) is the standard-setting organization that currently offers the CFP designation. To become a candidate for the CFP designation, you must complete this certificate (or another accredited education program), pass a capstone course and two exams and meet a work experience requirement. For more information on the CFP designation and its requirements, visit the FPSC website.

You must complete FIN 1012 (Fundamentals of Financial Planning) prior to taking the other courses in this certificate. You must complete all of the other compulsory courses prior to taking FIN 2043 (Advanced Financial Planning Practice and Ethics). You must achieve a cumulative grade average of C (63%) or better in the seven required courses in order to receive the certificate.

Compulsory Courses (Seven)
FIN 1012   Fundamentals of Financial Planning
LAW 1016   Income Tax and Family Law
FIN 2041   Income Tax Planning
FIN 2042   Investment Planning
FIN 2040   Retirement and Estate Planning
FIN 2044   Risk Management, Insurance and Estate Planning
FIN 2043   Advanced Financial Planning Practice and Ethics